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| Charles B. Carlson, CFA |
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The portfolios below show performance for 2018. Investments are spread equally among the stocks in each portfolio. The results here are total-return numbers |
| Price Change Portfolios | Data as of: | Close Ratio Portfolios | |||
| 1 Stock Portfolio | % Chg. | 12/31/2018 | 1 Stock Portfolio | % Chg. | |
| General Electric (GE) | -55.4% | General Electric (GE) | -55.4% | ||
| Portfolio | -55.4% | Portfolio | -55.4% | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| General Electric (GE) | -55.4% | General Electric (GE) | -55.4% | ||
| IBM (IBM) | -22.5% | Merck (MRK) | 40.0% | ||
| Exxon Mobil (XOM) | -15.1% | IBM (IBM) | -22.5% | ||
| Portfolio | -31.0% | Portfolio | -12.6% | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| General Electric (GE) | -55.4% | General Electric (GE) | -55.4% | ||
| IBM (IBM) | -22.5% | Merck (MRK) | 40.0% | ||
| Exxon Mobil (XOM) | -15.1% | IBM (IBM) | -22.5% | ||
| Merck (MRK) | 40.0% | Coca-Cola (KO) | 6.8% | ||
| Verizon Communications (VZ) | 11.3% | Disney (DIS) | 3.6% | ||
| Portfolio | -8.4% | Portfolio | -5.5% | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| General Electric (GE) | -55.4% | General Electric (GE) | -55.4% | ||
| IBM (IBM) | -22.5% | Merck (MRK) | 40.0% | ||
| Exxon Mobil (XOM) | -15.1% | IBM (IBM) | -22.5% | ||
| Merck (MRK) | 40.0% | Coca-Cola (KO) | 6.8% | ||
| Verizon Communications (VZ) | 11.3% | Disney (DIS) | 3.6% | ||
| Disney (DIS) | 3.6% | Procter & Gamble (PG) | 3.6% | ||
| Goldman Sachs (GS) | -33.5% | Exxon Mobil (XOM) | -15.1% | ||
| Chevron (CVX) | -9.8% | Johnson & Johnson (JNJ) | -5.1% | ||
| Procter & Gamble (PG) | 3.6% | Pfizer (PFE) | 24.8% | ||
| Coca-Cola (KO) | 6.8% | DowDuPont (DWDP) | -23.2% | ||
| Portfolio | -7.1% | Portfolio | -4.2% | ||
| Dow Jones Industrial 2017 Performance: -3.5% | |||||
| Performance History | |||||